Defined Benefit (Pension) · DOL Form 5500 · 2022
Siemens Corporation Pension Plan
Data updated 2026-08-25
- $1.5B
- Total assets Very large vs avg
- 5,058
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $294,947
- Avg per participant High balance/head
Official DOL plan name: Siemens Pension Plan · Sponsored by Siemens Corporation · New Jersey · Management of Enterprises
$1.5B in assets, 5,058 participants
Siemens Corporation's Siemens Pension Plan reported $1.5B in total assets and 5,058 participants in its 2022 DOL Form 5500 filing, ranking in the 99th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #1,157 in Management of Enterprises (1,193 peers)
Coverage in New Jersey
Siemens Pension Plan covers 5,058 participants in New Jersey, 6.0x the typical New Jersey plan (state average ~844 per filing). Assets: $1.5B.
- #1,157
- in Management of Enterprises (1,193 peers)
- -24.2%
- assets change YoY
- 15×
- vs typical plan assets (national mean)
The plan reported a net loss of $475M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Siemens Pension Plan's outsized position by total assets
Siemens Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,491,839,930 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Siemens Pension Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Siemens Pension Plan lands in the large band (5,058 participants).
Form 5500 schedule snapshot
Filing strip 132623356 · Siemens Corporation PY 2022 · Defined Benefit (Pension)
Siemens Pension Plan · $1.5B · 5,058 · 99th
- PART $1.5B
- TYPE 5,058
- NET 99th
- BOOK Defined Benefit (Pension)
- VS-ST near Supervalu Inc. Retirement Plan
- BOY ind #1157
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Management of Enterprises retirement plans → · Plans in New Jersey →
Siemens Pension Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $2.0B |
|---|---|
| Net Assets (End of Year) | $1.5B |
| Net Income | -$475M |
| Employer EIN | 132623356 |
| Plan Effective Date | 1965-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Siemens Corporation)
Sponsor-wide plan assets over time
All Siemens Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $11.2B 23.011894396987888% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 31,106 | $9.1B |
| 2023 | 2 | 32,258 | $10.5B |
| 2024 | 2 | 33,914 | $11.2B |
Nearby Defined Benefit (Pension) Plans in New Jersey
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Retirement Plan of Johnson and Johnson $19.8B · 38,100
- JPMorgan Chase Retirement Plan $14.8B · 102,340
- Nokia Retirement Income Plan $14.5B · 7,413
- The Prudential Merged Retirement Plan $12.3B · 17,538
- Verizon Pension Plan for Associates $10.9B · 25,746
Scale composition for Siemens Pension Plan
Siemens Pension Plan reports $1.5B in end-of-year assets across 5,058 participants (0.012% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $294,947 per participant (2.1x the national average assets-per-participant) . Net income for plan year 2022 was -$475M.
This plan identity (EIN 132623356, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.5B to $1.4B (-3.9%) while covered participants moved from 5,058 to 4,187 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,058 | $1.5B | This page |
| 2023 | 4,505 | $1.5B | Open filing |
| 2024 · index core | 4,187 | $1.4B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Siemens Savings Plan (401(k), $9.8B, 29,727 participants)
- Siemens Pension Plan (Defined Benefit (Pension), $1.4B, 4,187 participants)
Siemens Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Supervalu Inc. Retirement Plan in MN ($1.5B); by covered participants it is Retirement Plan for Employees of United Jewish in NY (5,049 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.5B here).
- Supervalu Inc. Retirement Plan (MN) $1.5B · 1,536
- Lsc Communications Pension Plan (IL) $1.5B · 3,293
- Indiana Laborers Pension Fund (IN) $1.5B · 9,896
- The Cultural Institutions Pension Plan (NY) $1.5B · 6,188
Similar participant headcount
Nearest other-state filings by covered participants (5,058 participants); asset peers above are excluded.
- Retirement Plan for Employees of United Jewish (NY) 5,049 · 9 off
- Promedica Health System, Inc. Cash Balance Retirement Plan (OH) 5,047 · 11 off
- Auto-Owners Insurance Company Retirement Income Plan (MI) 5,024 · 34 off
- Johnson Controls Pension Plan (WI) 5,023 · 35 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.